Geode Capital Management
BOTJ icon

Geode Capital Management’s Bank Of The James BOTJ Stock Holding History

Geode Capital Management’s Portfolio BOTJ Stock Details BOTJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$933K Sell
34,759
-7,443
-18% -$200K ﹤0.01% 3349
2026
Q2 		$1.08M Buy
42,202
+6,747
+19% +$157K ﹤0.01% 3339
2026
Q1 		$731K Sell
35,455
-5,215
-13% -$103K ﹤0.01% 3457
2025
Q4 		$756K Sell
40,670
-284
-0.7% -$4.85K ﹤0.01% 3457
2025
Q3 		$639K Buy
40,954
+960
+2% +$14K ﹤0.01% 3528
2025
Q2 		$563K Buy
39,994
+102
+0.3% +$1.44K ﹤0.01% 3515
2025
Q1 		$590K Buy
39,892
+1,576
+4% +$21.3K ﹤0.01% 3485
2024
Q4 		$587K Sell
38,316
-84
-0.2% -$1.2K ﹤0.01% 3551
2024
Q3 		$528K Sell
38,400
-2,838
-7% -$37.1K ﹤0.01% 3566
2024
Q2 		$464K Buy
41,238
+2,572
+7% +$27.1K ﹤0.01% 3583
2024
Q1 		$401K Hold
38,666
– – ﹤0.01% 3694
2023
Q4 		$465K Hold
38,666
– – ﹤0.01% 3644
2023
Q3 		$396K Buy
38,666
+29
+0.1% +$306 ﹤0.01% 3686
2023
Q2 		$359K Hold
38,637
– – ﹤0.01% 3774
2023
Q1 		$406K Hold
38,637
– – ﹤0.01% 3726
2022
Q4 		$476K Sell
38,637
-86
-0.2% -$1.02K ﹤0.01% 3680
2022
Q3 		$489K Buy
+38,723
New +$493K ﹤0.01% 3743

Other funds holding BOTJ

PWW
Pettyjohn Wood & White Lynchburg, Virginia $700M AUM 18.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return
Daytona Street Capital
Daytona Street Capital Saint Louis, Missouri $141M AUM 14.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $463B AUM
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
MontVue Capital Management
MontVue Capital Management Lynchburg, Virginia $171M AUM 16.62% 1-Year Est. Return

Geode Capital Management's BOTJ Position: Q3 2026 in Review

Geode Capital Management reduced its Bank Of The James (BOTJ) stake by 18% in Q3 2026, selling an estimated $200K and leaving 34,759 shares worth $933K. The position accounts for ﹤0.01% of the portfolio, ranked #3349.

Geode Capital Management first reported a position in BOTJ in Q3 2022 and has held it in 17 quarters since. The position peaked at $1.08M in Q2 2026. 30 funds tracked by Wall St. Rank hold BOTJ as of Q3 2026.

  • Geode Capital Management held 34,759 shares of Bank Of The James worth $933K as of Q3 2026.
  • Geode Capital Management sold 7,443 Bank Of The James shares in Q3 2026, an estimated $200K.
  • Bank Of The James made up ﹤0.01% of Geode Capital Management's portfolio in Q3 2026, its #3349 holding.
  • Geode Capital Management first reported a position in Bank Of The James in Q3 2022 and has held it in 17 quarters since.
  • Geode Capital Management's Bank Of The James position peaked at $1.08M in Q2 2026.
  • 30 funds tracked by Wall St. Rank held Bank Of The James as of Q3 2026.

Based on Geode Capital Management's 13F filing for Q3 2026, filed 6 Nov 2026.